We are live on ! Find out more
PRU icon

Prudential Financial

791 hedge funds and large institutions have $24.7B invested in Prudential Financial in 2015 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 303 increasing their positions, 280 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 61

8% more capital invested

Capital invested by funds: $22.8B → $24.7B (+$1.9B)

2% more funds holding

Funds holding: 773791 (+18)

8% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 280

1% more call options, than puts

Call options by funds: $349M | Put options by funds: $345M

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.67% less ownership

Funds ownership: 66.95%66.28% (-0.67%)

Holders
791
Holders Change
+18
Holders Change %
+2.33%
% of All Funds
20.75%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
88
Increased
303
Reduced
280
Closed
61
Calls
$349M
Puts
$345M
Net Calls
+$4.14M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
676
Gupta Wealth Management
California
$77K -$116K -1,401 -60%
MCM
677
MV Capital Management
Maryland
$75K
AIM
678
Arcadia Investment Management
Michigan
$74K
SIA
679
SeaBridge Investment Advisors
New Jersey
$72K
JG
680
Jefferies Group
New York
$69K -$26.5K -321 -28%
MWM
681
MinichMacGregor Wealth Management
New York
$68K +$67K +811 New
EFSCE
682
Enterprise Financial Services Corp (EFSC)
Missouri
$65K +$3.56K +43 +6%
TRCT
683
Tower Research Capital (TRC)
New York
$64K +$65.1K +788 New
PFG
684
Piershale Financial Group
Illinois
$62K +$17.9K +216 +39%
CHP
685
Cable Hill Partners
Oregon
$59K
ACS
686
Archford Capital Strategies
Illinois
$59K +$20.7K +250 +54%
KTC
687
Kistler-Tiffany Companies
Pennsylvania
$58K +$83 +1 +0.1%
PMFA
688
Plante Moran Financial Advisors
Michigan
$56K -$32.4K -392 -36%
PSI
689
Pinnacle Summer Investments
Virginia
$55K +$10.4K +126 +23%
MFW
690
Mosaic Family Wealth
Missouri
$55K +$56.8K +687 New
CG
691
Colony Group
Massachusetts
$54K +$3.88K +47 +8%
HR
692
Howe & Rusling
New York
$53K +$31.7K +383 +141%
QCG
693
Quadrant Capital Group
Ohio
$50K -$61.7K -746 -53%
ATC
694
Adirondack Trust Company
New York
$50K +$8.85K +107 +18%
PFBT
695
Parkside Financial Bank & Trust
Missouri
$49K +$2.07K +25 +4%
UFA
696
US Financial Advisors
Massachusetts
$49K +$8.35K +101 +20%
WA
697
WealthTrust-Arizona
Arizona
$48K
CHC
698
City Holding Co
West Virginia
$48K +$4.05K +49 +9%
ED
699
Exane Derivatives
France
$47.2K +$1.49K +18 +3%
TWA
700
TCI Wealth Advisors
Arizona
$47K

PRU Hedge Fund Activity: Q4 2015 in Review

791 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2015, worth a combined $24.7B — up 8.3% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PRU positions and 61 closed out — a net gain of 27 holders — while 303 added to existing stakes and 280 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $132M. The largest seller was Citadel Advisors, exiting entirely with an estimated $161M sold.

  • 791 institutional investors held Prudential Financial (PRU) as of Q4 2015, up from 773 in Q3 2015.
  • Funds reported $24.7B of Prudential Financial stock for Q4 2015, up 8.3% quarter-over-quarter.
  • 88 funds opened new Prudential Financial positions in Q4 2015 and 61 closed out, a net change of +27 holders.
  • The largest Prudential Financial buyer in Q4 2015 was Royal Bank of Canada, an estimated $132M added.
  • The largest Prudential Financial seller in Q4 2015 was Citadel Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2015.